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LFT

Lument Finance Trust

38 hedge funds and large institutions have $23.7M invested in Lument Finance Trust in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

12% more capital invested

Capital invested by funds: $21.1M → $23.7M (+$2.63M)

9% more funds holding

Funds holding: 3538 (+3)

0.07% more ownership

Funds ownership: 19.4%19.47% (+0.07%)

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
1
Axa
France
$7.78M
PAIM
2
Punch & Associates Investment Management
Minnesota
$3.61M -$231K -110,712 -7%
PCA
3
PL Capital Advisors
Florida
$3.34M -$299K -143,362 -9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.33M +$83.9K +40,274 +3%
DAM
5
Deltec Asset Management
New York
$1.18M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$976K +$58.4K +28,010 +7%
Osaic Holdings
7
Osaic Holdings
Arizona
$859K -$92.2K -44,250 -11%
BlackRock
8
BlackRock
New York
$428K -$1.79K -858 -0.5%
Renaissance Technologies
9
Renaissance Technologies
New York
$425K +$320K +153,744 +534%
State Street
10
State Street
Massachusetts
$258K
CCM
11
Corsair Capital Management
New York
$249K -$6.88K -3,302 -3%
FIA
12
Foundations Investment Advisors
Arizona
$211K +$180K +86,549 New
Northern Trust
13
Northern Trust
Illinois
$173K
CHAM
14
Clear Harbor Asset Management
Connecticut
$140K -$10.4K -5,000 -8%
Citadel Advisors
15
Citadel Advisors
Florida
$90.4K +$17.6K +8,453 +28%
Jane Street
16
Jane Street
New York
$85.5K +$76.5K +36,707 New
HIM
17
Hillsdale Investment Management
Ontario, Canada
$83K +$74.2K +35,604 New
Millennium Management
18
Millennium Management
New York
$64.8K +$58K +27,821 New
Charles Schwab
19
Charles Schwab
California
$56K
Cerity Partners
20
Cerity Partners
New York
$54.5K
Prudential Financial
21
Prudential Financial
New Jersey
$44.7K
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$42.3K +$37.8K +18,147 New
Morgan Stanley
23
Morgan Stanley
New York
$29.1K +$13K +6,247 +100%
NA
24
NewEdge Advisors
Louisiana
$26.1K -$24.4K -11,734 -53%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$25.7K

LFT Hedge Fund Activity: Q4 2023 in Review

38 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Lument Finance Trust (LFT) for Q4 2023, worth a combined $23.7M — up 12% from $21.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new LFT positions and 4 closed out — a net gain of 3 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $320K. The largest seller was PL Capital Advisors, cutting an estimated $299K.

  • 38 institutional investors held Lument Finance Trust (LFT) as of Q4 2023, up from 35 in Q3 2023.
  • Funds reported $23.7M of Lument Finance Trust stock for Q4 2023, up 12% quarter-over-quarter.
  • 7 funds opened new Lument Finance Trust positions in Q4 2023 and 4 closed out, a net change of +3 holders.
  • The largest Lument Finance Trust buyer in Q4 2023 was Renaissance Technologies, an estimated $320K added.
  • The largest Lument Finance Trust seller in Q4 2023 was PL Capital Advisors, an estimated $299K sold.

Based on aggregated 13F filings for Q4 2023.